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Christopher Jordan

LPL Enterprise, LLC
8 Years of Experience
Houston, TX
1 DisclosureBroker
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Christopher Jordan is a registered investment advisor at LPL Enterprise, LLC, based in Houston, TX, with 8 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 102,563 clients with $25B in assets under management.

LPL Enterprise, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3138 advisors
Number of Clients
102,563 clients
Average Client Portfolio
$243K average
Assets Under Management
$24.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.35%

Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1233 West Loop South, Suite 1100, Houston, TX, 77027

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History

Regulatory History (1)
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Criminal
July 2009
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
LPL Enterprise, LLCBroker
November 2024 - Present · 1 yr 11 mos
LPL Enterprise, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
May 2021 - November 2024 · 3 yrs 6 mos
Prudential Financial Planning Services
May 2021 - November 2024 · 3 yrs 6 mos
Prudential Financial Planning Services
May 2021 - May 2021 · 0 mos
VALIC Financial Advisors, INC.
June 2020 - June 2021 · 1 yr
VALIC Financial Advisors, INC.Broker
December 2017 - June 2021 · 3 yrs 6 mos
State Registrations2 states
ARTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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